To be able to create and run consolidated reports you need a Multi-Company Reporting license. The Multi-Company Setup tool described here is available for Visma Business, Visma Global, and Visma Administration.
Before you start running the Multi-Company Setup, it is important to check that you have enabled all companies, parent and subsidiaries, in the connection in Get Data.
Next, a user with the Can manage connection permission (see Set permissions and data access for a user) sets up OneStop Reporting for multi-company reporting through the Multi-Company Setup. During the setup, you determine the parent company and its subsidiaries per data connection. Please note that we do not support a hierarchy of companies, simply two levels; one parent company and its subsidiaries.
After you have installed the Multi-Company Setup, a new Group Reporting dimensions will appear in Report Designer. When you build reports for group reporting, you must use data items from these dimensions.
NOTE: When you run consolidated reports, you must run the report for the parent company.
To set up multi-company reporting;
If you have made any of the following changes, you should consider reinstalling the Multi-Company Setup: